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Northquant Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,826,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
17
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
17
Average account size
$1,107,412
About
Northquant Capital Management, LLC provides discretionary portfolio management to individuals and high‑net‑worth clients, documenting client objectives in an Investment Policy Statement and offering ongoing portfolio monitoring. The firm reports $18.8 million in assets under management across 17 client accounts and states it does not impose an account minimum.
The firm’s investment approach focuses primarily on equities and equity derivatives and combines fundamental, quantitative, and technical analysis to implement long‑ and short‑term trading strategies. Reported strategies include short sales, margin transactions, and options trading (including uncovered positions); clients grant discretionary trading authority and receive quarterly custodial reports.
What is distinctive relative to many peers is the routine use of leveraged and derivative strategies for individual accounts and a firm requirement that clients use Interactive Brokers for execution and custody, concentrating trade execution with a single broker‑dealer. The brochure also discloses acceptance of research or services from brokers (soft‑dollar benefits) despite having no formal soft‑dollar program and an explicit policy of not accepting proxy‑voting authority for client securities.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
1.00% annually
Main office location
Northquant Capital Management, LLC
Wellesley MA, United States
Number of offices
1
Most active in
Northquant Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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